How big is Financial Beginnings' plan?

Financial Beginnings' plan reported $1.3M in assets and 21 participants for 2025.

Original filing (PDF)20260407191210NAL0009099729001

Financial Beginnings

Name: Financial Beginnings — Financial Beginnings 401(k), Form 5500 (2025)
Creator: Financial Beginnings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Beginnings 401(k) Plan

401(k) retirement plan · Financial Beginnings' Financial Beginnings 401(k) Plan held $1.3M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Amanda Bennett signed Financial Beginnings' 2025 Form 5500 as plan administrator.

Amanda Bennett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial Beginnings' EIN is 20-3530960.

EIN 20-3530960

Plan number 001

Plan year 2025

ACK ID 20260407191210NAL0009099729001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Beginnings from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Beginnings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL BEGINNINGS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score